Corporate Trust Relationship Consultant

Regions Bank•Indianapolis, IN

1d•Onsite

About The Position

At Regions, the Corporate Trust Relationship Consultant handles trust-related issues involving payment scheduling, clients’ special requests, and other non-investment matters for basic accounts. The role may assist the Trust Area Manager in developing new business with existing clients and helps Regions meet client needs by building deeper relationships across multiple business groups. The position is incentive eligible and exempt from timekeeping requirements under the Fair Labor Standards Act, so it is not eligible for overtime pay. It may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Requirements

Bachelor’s degree and three years of Trust or related experience, or a high school diploma and five years of Trust or closely related experience.
Ability to communicate with a diverse group about issues and topics.
Excellent analytical and problem-solving skills, with attention to detail.
Excellent presentation skills.
Excellent verbal and written communication skills.
Knowledge of effective sales techniques.
Knowledge of trust principles and regulatory and tax matters relating to trust account administration.
Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
Strong organizational skills.

Nice To Haves

Experience in Corporate Trust Administration and Investments.

Responsibilities

Manage the setup, implementation, and administration of Corporate Trust Accounts.
Oversee client relationships and provide exceptional service.
Follow issues through to resolution while meeting deadlines and anticipating clients’ strategic needs, including future opportunities and risks.
Coordinate client service activities with other areas of the organization.
Stay informed about trends and developments in Corporate Trust to ensure proper administration.
Understand client objectives and identify and provide alternatives to appropriate stakeholders.
Develop internal and external relationships with existing and new centers of influence (COIs).
Perform duties in compliance with Corporate Policies and Procedures, Corporate Trust Program Documents and Procedures, and applicable external regulations.
May assist the Trust Area Manager in developing new business with existing clients.